See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,612 | $227,553-67.2% | $189,557-60.6% | $167,490-55.5% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 10.42% | 78.40%-68.0pp | 64.17%-53.7pp | 478.56%-468.1pp |
| Employer contribution / active EE | $940 | $5,316-82.3% | $4,412-78.7% | $4,837-80.6% |
| Participant deferral / active EE | $4,775 | $7,002-31.8% | $6,174-22.7% | $6,341-24.7% |
| Admin fee / account holder | $1,054 | $11,878-91.1% | $9,807-89.3% | $12,309-91.4% |